The Save Menu — Save, Save As & Move To #

The Save button on the order entry form is a split menu, and its choices
change with the journal you’re in and the state of the record. This page
documents every item: what it does, when it appears, and what you end up with.

There are three families of action:

1. Save and the Save & … shortcuts — commit this record, then optionally
   do one follow-on step (print it, take a payment, fill it into its invoice).
2. Save As ▸ — commit this record and create a brand-new copy in another
   journal. The original stays put.
3. Move To ▸ — relocate this record into another journal. There’s only one
   record afterward, now living in the target journal.

Read-only users see no menu. The entire Save menu is built only for users
with edit rights (security level 2+) on the journal. At level 1 (read-only) the
form opens without it.

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How the menu is assembled #

Bizuno builds the menu in renderMenuSave() based on the current journal_id
and whether the record has been saved yet. The shape falls into four cases:

Journal group	What the menu offers
General Journal (jID=2)	Save As → New only
Trading journals (jID 3/4/6 vendor, 9/10/12 customer)	The full set below
Payment journals (jID 20, 22)	Save & Print only
Everything else	Plain Save

The rest of this page covers the trading-journal menu, since that’s where the
richness lives.

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Save #

Commits the record. Auto-assigns the reference number if you left it blank, posts
to the General Ledger (for journals that post), and returns you to the grid.
Nothing else happens.

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The Save & … shortcuts #

These commit the record and then immediately launch the next logical document,
prefilled. Each one appears only for the journals where it makes sense.

Save & Print #

Appears on: Purchase (jID=6) — and on the payment journals (20/22).

Saves, then opens the journal’s default PhreeForm document (the bill/check) in the
print viewer. Internally this sets xChild=print.

Save & Prepay #

Appears on: orders only — Purchase Order (jID=4) and Sales Order
(jID=10).

Saves the order, then records a prepayment/deposit against it and opens the
matching payment journal prefilled:

• PO (jID=4) → Pay Bills (jID=20) — pay a deposit to the vendor.
• SO (jID=10) → Cash Receipt (jID=18) — take a deposit from the customer.

This is how you capture money before the order is filled into an invoice.

Save & Pay #

Appears on: invoices/bills — Purchase (jID=6) and Sales (jID=12).

Saves the invoice/bill, then opens the payment journal prefilled to settle it:

• Purchase (jID=6) → Pay Bills (jID=20).
• Sales (jID=12) → Cash Receipt (jID=18).

(The credit journals follow the same wiring: Vendor Credit jID=7 → Vendor Refund
jID=17; Credit Memo jID=13 → Customer Refund jID=22.)

Save & Fill #

Appears on: orders only — PO (jID=4) and SO (jID=10).

Saves the order, then opens its invoice prefilled from the order lines so you
can receive/ship and bill in one motion:

• PO (jID=4) → Purchase / bill (jID=6).
• SO (jID=10) → Sales / invoice (jID=12).

This is the keyboard-light path for “the goods arrived, turn the order into a
bill.” Internally it sets xAction=invoice.

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Save As ▸ — make a copy in another journal #

Save As posts the current record and creates a new, independent record in
the journal you pick. The original is untouched. Use it when you want to keep the
quote and spin off an order from it, for example.

The three targets mirror the current side (vendor vs. customer):

Menu item	Vendor side target	Customer side target
Quote	Request For Quote (jID=3)	Sales Quote (jID=9)
Order	Purchase Order (jID=4)	Sales Order (jID=10)
Invoice	Purchase / bill (jID=6)	Sales / invoice (jID=12)

What happens on a Save As:

• The record id and every line-item id are reset to 0 → a new record is
  written; the totals’ stored ids are cleared too.
• The reference number is blanked so the target journal assigns its own next
  number.
• Saving into a Sales invoice (jID=12) forces the Waiting/unshipped flag on;
  saving into a quote or order clears the waiting flag.

On the General Journal (jID=2) the only Save-As option is New, which
saves the current entry and immediately starts a fresh blank one.

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Move To ▸ — relocate this record #

Move To changes this same record’s journal — it does not create a copy.
After a Move To there is exactly one record, now in the target journal, with a
freshly assigned reference number.

The targets are the same three (Quote / Order / Invoice, side-appropriate), with
two UI rules:

• It’s disabled until the record is saved (you can’t move something that
  doesn’t exist yet).
• The current journal’s own target is disabled — you can’t “move” a PO to a
  PO.

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What blocks Save As / Move To #

Both Save As and Move To are refused (with an alert) when the record is linked
or final, because copying/moving it would orphan the link:

• A partial fill is in progress — some line still carries an open balance.
• The record is tied to another order (so_po_ref_id set) — e.g. an invoice
  filled from an order.
• The record is part of a recurring series (recur_id / recur_frequency
  set).
• The record is closed (except on the General Journal).

In any of these cases, finish or unlink first.

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Per-journal menu matrix #

What the Save menu offers, at a glance. ✓ = shown, — = not shown.

Menu item	RFQ 3	PO 4	Purch 6	Quote 9	SO 10	Sales 12	GenJrnl 2	Pay 20/22
Save	✓	✓	✓	✓	✓	✓	✓	✓
Save & Print	—	—	✓	—	—	—	—	✓
Save & Prepay	—	✓	—	—	✓	—	—	—
Save & Pay	—	—	✓	—	—	✓	—	—
Save & Fill	—	✓	—	—	✓	—	—	—
Save As ▸	✓	✓	✓	✓	✓	✓	✓ (New)	—
Move To ▸	✓	✓	✓	✓	✓	✓	—	—

All Save-As/Move-To items additionally require security level 3 on the target.

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Related #

• Order entry fields
• The action column — many of the same conversions are
  also available as one-click row actions in the grid.
• Journals (the journal_id reference)